台积电淡出成熟制程

Group 1 - The core viewpoint of the article highlights TSMC's strategic shift towards advanced processes and packaging due to strong demand driven by AI, while gradually reducing its focus on mature processes [2][3] - TSMC's 8-inch annual capacity is approximately 5 million wafers, with about 80% expected to be transferred to World Advanced through various means, significantly boosting World Advanced's capacity and market share [3] - TSMC is optimizing its resource allocation by reducing some 6-inch and 8-inch wafer production while still supporting existing customer needs, indicating a strategic shift rather than a complete exit from mature processes [2] Group 2 - TSMC's investment in Arizona is transforming into a significant asset for the U.S. semiconductor industry, with plans to build up to six fabs by 2030, driven by AI demand [5][6] - The first fab in Arizona has begun large-scale production, with the second expected to be operational by 2027/2028, and a total investment exceeding $65 billion [6] - The expansion is expected to create thousands of high-tech jobs and establish Arizona as a central hub for semiconductor manufacturing in the U.S. [6][8]